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BEKE vs ZG
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
BEKE vs ZG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Real Estate - Services | Internet Content & Information |
| Market Cap | $60.54B | $10.55B |
| Revenue (TTM) | $103.52B | $2.58B |
| Net Income (TTM) | $3.48B | $23M |
| Gross Margin | 21.9% | 74.1% |
| Operating Margin | 3.2% | -1.3% |
| Forward P/E | 3.2x | 19.7x |
| Total Debt | $22.65B | $93M |
| Cash & Equiv. | $11.44B | $768M |
BEKE vs ZG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Aug 20 | May 26 | Return |
|---|---|---|---|
| KE Holdings Inc. (BEKE) | 100 | 35.4 | -64.6% |
| Zillow Group, Inc. … (ZG) | 100 | 51.5 | -48.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BEKE vs ZG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BEKE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.83, yield 1.9%
- Rev growth 20.2%, EPS growth -29.4%, 3Y rev CAGR 5.0%
- Lower volatility, beta 0.83, Low D/E 31.7%, current ratio 1.45x
ZG is the clearest fit if your priority is long-term compounding.
- 59.6% 10Y total return vs BEKE's -48.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 20.2% FFO/revenue growth vs ZG's 15.5% | |
| Value | Lower P/E (3.2x vs 19.7x) | |
| Quality / Margins | 3.4% margin vs ZG's 0.9% | |
| Stability / Safety | Beta 0.83 vs ZG's 1.32 | |
| Dividends | 1.9% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -11.8% vs ZG's -34.5% | |
| Efficiency (ROA) | 2.7% ROA vs ZG's 0.4%, ROIC 3.7% vs -0.6% |
BEKE vs ZG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BEKE vs ZG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ZG leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BEKE is the larger business by revenue, generating $103.5B annually — 40.1x ZG's $2.6B. Profitability is closely matched — net margins range from 3.4% (BEKE) to 0.9% (ZG). On growth, ZG holds the edge at +18.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $103.5B | $2.6B |
| EBITDAEarnings before interest/tax | $4.3B | -$34M |
| Net IncomeAfter-tax profit | $3.5B | $23M |
| Free Cash FlowCash after capex | $2.4B | $235M |
| Gross MarginGross profit ÷ Revenue | +21.9% | +74.1% |
| Operating MarginEBIT ÷ Revenue | +3.2% | -1.3% |
| Net MarginNet income ÷ Revenue | +3.4% | +0.9% |
| FCF MarginFCF ÷ Revenue | +2.3% | +9.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.1% | +18.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -32.7% | +104.5% |
Valuation Metrics
BEKE leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 35.9x trailing earnings, BEKE trades at a 93% valuation discount to ZG's 487.6x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $60.5B | $10.6B |
| Enterprise ValueMkt cap + debt − cash | $62.2B | $9.9B |
| Trailing P/EPrice ÷ TTM EPS | 35.90x | 487.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 3.22x | 19.73x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 88.86x | — |
| Price / SalesMarket cap ÷ Revenue | 4.42x | 4.08x |
| Price / BookPrice ÷ Book value/share | 2.04x | 2.28x |
| Price / FCFMarket cap ÷ FCF | 49.15x | 44.90x |
Profitability & Efficiency
Evenly matched — BEKE and ZG each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
BEKE delivers a 5.0% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $0 for ZG. ZG carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to BEKE's 0.32x. On the Piotroski fundamental quality scale (0–9), ZG scores 7/9 vs BEKE's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.0% | +0.5% |
| ROA (TTM)Return on assets | +2.7% | +0.4% |
| ROICReturn on invested capital | +3.7% | -0.6% |
| ROCEReturn on capital employed | +4.7% | -0.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.32x | 0.02x |
| Net DebtTotal debt minus cash | $11.2B | -$675M |
| Cash & Equiv.Liquid assets | $11.4B | $768M |
| Total DebtShort + long-term debt | $22.7B | $93M |
| Interest CoverageEBIT ÷ Interest expense | 131.87x | — |
Total Returns (Dividends Reinvested)
BEKE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BEKE five years ago would be worth $3,889 today (with dividends reinvested), compared to $3,807 for ZG. Over the past 12 months, BEKE leads with a -11.8% total return vs ZG's -34.5%. The 3-year compound annual growth rate (CAGR) favors BEKE at 6.3% vs ZG's -2.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.4% | -33.1% |
| 1-Year ReturnPast 12 months | -11.8% | -34.5% |
| 3-Year ReturnCumulative with dividends | +20.1% | -8.3% |
| 5-Year ReturnCumulative with dividends | -61.1% | -61.9% |
| 10-Year ReturnCumulative with dividends | -48.6% | +59.6% |
| CAGR (3Y)Annualised 3-year return | +6.3% | -2.9% |
Risk & Volatility
BEKE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BEKE is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than ZG's 1.32 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BEKE currently trades 86.5% from its 52-week high vs ZG's 48.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.83x | 1.32x |
| 52-Week HighHighest price in past year | $20.98 | $90.22 |
| 52-Week LowLowest price in past year | $14.40 | $39.14 |
| % of 52W HighCurrent price vs 52-week peak | +86.5% | +48.6% |
| RSI (14)Momentum oscillator 0–100 | 66.3 | 49.7 |
| Avg Volume (50D)Average daily shares traded | 4.0M | 987K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates BEKE as "Buy" and ZG as "Buy". Consensus price targets imply 61.1% upside for ZG (target: $71) vs 22.0% for BEKE (target: $22). BEKE is the only dividend payer here at 1.94% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $22.13 | $70.67 |
| # AnalystsCovering analysts | 12 | 49 |
| Dividend YieldAnnual dividend ÷ price | +1.9% | — |
| Dividend StreakConsecutive years of raises | 2 | — |
| Dividend / ShareAnnual DPS | $2.40 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +6.4% |
BEKE leads in 3 of 6 categories (Valuation Metrics, Total Returns). ZG leads in 1 (Income & Cash Flow). 1 tied.
BEKE vs ZG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BEKE or ZG a better buy right now?
For growth investors, KE Holdings Inc.
(BEKE) is the stronger pick with 20. 2% revenue growth year-over-year, versus 15. 5% for Zillow Group, Inc. Class A (ZG). KE Holdings Inc. (BEKE) offers the better valuation at 35. 9x trailing P/E (3. 2x forward), making it the more compelling value choice. Analysts rate KE Holdings Inc. (BEKE) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BEKE or ZG?
On trailing P/E, KE Holdings Inc.
(BEKE) is the cheapest at 35. 9x versus Zillow Group, Inc. Class A at 487. 6x. On forward P/E, KE Holdings Inc. is actually cheaper at 3. 2x.
03Which is the better long-term investment — BEKE or ZG?
Over the past 5 years, KE Holdings Inc.
(BEKE) delivered a total return of -61. 1%, compared to -61. 9% for Zillow Group, Inc. Class A (ZG). Over 10 years, the gap is even starker: ZG returned +59. 6% versus BEKE's -48. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BEKE or ZG?
By beta (market sensitivity over 5 years), KE Holdings Inc.
(BEKE) is the lower-risk stock at 0. 83β versus Zillow Group, Inc. Class A's 1. 32β — meaning ZG is approximately 60% more volatile than BEKE relative to the S&P 500. On balance sheet safety, Zillow Group, Inc. Class A (ZG) carries a lower debt/equity ratio of 2% versus 32% for KE Holdings Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BEKE or ZG?
By revenue growth (latest reported year), KE Holdings Inc.
(BEKE) is pulling ahead at 20. 2% versus 15. 5% for Zillow Group, Inc. Class A (ZG). On earnings-per-share growth, the picture is similar: Zillow Group, Inc. Class A grew EPS 118. 8% year-over-year, compared to -29. 4% for KE Holdings Inc.. Over a 3-year CAGR, ZG leads at 9. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BEKE or ZG?
KE Holdings Inc.
(BEKE) is the more profitable company, earning 4. 3% net margin versus 0. 9% for Zillow Group, Inc. Class A — meaning it keeps 4. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BEKE leads at 4. 0% versus -1. 3% for ZG. At the gross margin level — before operating expenses — ZG leads at 74. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BEKE or ZG more undervalued right now?
On forward earnings alone, KE Holdings Inc.
(BEKE) trades at 3. 2x forward P/E versus 19. 7x for Zillow Group, Inc. Class A — 16. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ZG: 61. 1% to $70. 67.
08Which pays a better dividend — BEKE or ZG?
In this comparison, BEKE (1.
9% yield) pays a dividend. ZG does not pay a meaningful dividend and should not be held primarily for income.
09Is BEKE or ZG better for a retirement portfolio?
For long-horizon retirement investors, KE Holdings Inc.
(BEKE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 83), 1. 9% yield). Both have compounded well over 10 years (BEKE: -48. 6%, ZG: +59. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BEKE and ZG?
These companies operate in different sectors (BEKE (Real Estate) and ZG (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
BEKE pays a dividend while ZG does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 44%
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